Tianfeng Securities: it is expected that the global cobalt industry will always be in a state of tight balance in the next 5 years * Enjie 5.2 billion automotive lithium battery diaphragm industrialization project filing.

[Jiugu Hi-Tech: the company's stock price has risen sharply in a short period of time to deviate from the basic aspect.] Jiuge Tech said on the interactive platform that at present, the company's lithium extraction-related business income accounts for a small proportion of the company's total business income, and the company's "adsorption + membrane fa" technology has not yet been verified by large-scale industrialization, and there are no large-scale industrialization orders in hand. In the future, whether the company can obtain large-scale industrial application project orders and lithium extraction technology-related business will have a greater impact on the company's future operating performance. The company's stock price has risen sharply in a short period of time, which has been significantly higher than the industry level, deviating from the basic aspect of the company. Please pay attention to the recent disclosure of stock price changes and the risk announcement of stock price rise, and make a prudent decision.

Enjie shares: power vehicle lithium battery diaphragm industrialization project has obtained a record certificate] Enjie Co., Ltd. announced that Jiangsu Enjie recently put on record the relevant lithium battery separation membrane project. and has obtained the Jiangsu Province Investment Project record Certificate issued by the Science, Technology and Trade Bureau of Jiangsu Jintan Economic Development Zone, the project name is the power vehicle lithium battery diaphragm industrialization project, the total investment of the project is 5.2 billion yuan.

[Shanshan Science and Technology: the negative electrode project with an annual capacity of 50,000 tons officially started] on July 8, the launching ceremony of the Shanshan Science and Technology negative electrode project in Wulanchabu, Inner Mongolia was officially held. It is reported that the lithium-ion battery anode material production base built by Shanshan Co., Ltd. in Wulanchabu City, Inner Mongolia Autonomous region, will achieve an annual production capacity of 50,000 tons of lithium-ion anode materials after the completion of the first phase of the project. "View details

[Funeng Technology: signing procurement framework agreement with Shanghai Shanshan] Funeng Science and Technology announcement, the company signed a procurement framework agreement with Shanghai Shanshan. According to the procurement framework agreement, the company will purchase 3910 tons of graphite and 21530 tons of graphite from Shanghai Shanshan in 2021 and 2022, respectively. The company only forecasts the above purchase quantity and does not guarantee the purchase.

[Tianfeng Securities: it is expected that the global cobalt industry will always be in tight balance in the next 5 years] the latest research report of Tianfeng Securities points out that with the continuous demand for new energy vehicles, the global cobalt industry is expected to remain in tight balance in the next five years. Cobalt price center may continue to rise. Among the domestic A-share companies, Huayou Cobalt is a typical integrated enterprise, while Hanrui Cobalt and Shengtun Mining are still mainly based on mine layout. From the point of view of growth and performance robustness, continue to recommend Huayou Cobalt Industry, followed by Shengtun Mining, Hanrui Cobalt Industry and so on.

[Samsung plans to go to the United States to build an electric car battery factory] according to sources, South Korea's Samsung SDI may build a battery factory in the United States to support the transformation of the automobile industry to electrification.